Create Plans from Microsoft Flow
In Microsoft Flow, you can create tasks and buckets, but you cant create plans. It would be very helpful to create plans in automated flow.
I’d like to better understand the ask for creating plans from Microsoft Flow. What scenarios/flows would you create with this action?
This would be a powerful automation for team onboarding and new project kick-offs. With new hires we have a planner board template that we copy for each new hire that has a bunch of tasks and cards (like a welcome checklist). Our vision if this became a feature, would be to send the new team member a welcome email and via automation it creates their planner board automatically! Board duplication and new board creation would be two amazing features!
I've got numerous on-boarding task lists we'd like to semi-automate. We're currently using another project management service, however we're in O365 Business and we'd like to leverage Power Automate and Planner.
Being able to create/duplicate plans would be amazing
Gary Nicholson commented
We currently use Planner and Teams to track work programmes at a high level - using checklists in a planner task. This use is largely due to the inability to track the checklist items "via automation". Our current setup is to have a "single planner board" and to track high level planner tasks (with checklists) in buckets of that board. The desired use if to rather create planner boards and more granular planner tasks to better track and evidence the status as well as better support collaboration of the team members. A hinderance to the desire approach is the work to manually intervene.
When a new project is confirmed by an Account Manager, a "Prep" plan is created by some trigger in MS Flow (either an email, a specific Teams message, or manually, etc). This would have a specific set of tasks already populated for "Prep" scenarios.
Same for when the a project is completed, another message from the Account Manager would trigger a "De-Prep" plan to be created so the appropriate tasks are completed afterward.
Create plan and tasks from a Sharepoint list. Our task management ecosystem would ideally look like: Excel > Lists < > Planner, where Planner and Lists can speak back-and-forth with adequate Planner triggers such as:
- task bucket changed
- task deleted
- task reassigned
- task description/notes modified
- subtask/checklist item created/modified/completed
- task dates/duration modified
- task RPC modified
Dominique Aboudaram commented
Typical scenarios :
- onboarding /offboarding of Employees with a different set of todo depending of criteria allowing to generate optional or conditional tasks
- more generally. set of tasks with options depending of a scenario (ex ; form to request something and depending of the form reply, series of tasks that will be different )
- more granular than just copying a planner template, or eventually have several templates and being able to merge them into a central plan + indicate due dates depending on the plan generation date
S. Thao commented
We have a Group Form from MS Forms. There are a few variables within the form that determines what type of project plan is issued (different projects have specific tasks in buckets). We manually create project plans based on the user input. To simplify the creation of project plans, we've created templates in MS Planner that the can then be copied over to the new project plan number (based on Form ID number). We current have Power Automate notifying project plan Creators to create these new plans. It would be better to have Power Automate create the project plans automatically based on the "Conditions" of the MS Forms response.
Our solution is based on the use of Power Automate/Flow to create Teams channels for new projects, and when a new project is added the user creates a plan, and paste the plan ID into a sharepoint list creating a set of standard buckets and tasks from our best practice. It would be great if we could be able to implement this part through a flow. That way, there are at least fewer half way solutions when setting up new projects. We have well over 1000 projects a year, and no IT competence.
We use flow to create channels for new projects, and when a new project is added the user creates a plan, and pastes the plan ID into a sharepoint list creating a set of standard buckets and tasks from our best practice. It would be create to implement the part with create a plan, so that we could save the part with creating the plan and the Plan-Id.
We use a SharePoint list to initiate our projects. Client info, Project name, deliverables etc are entered here. From that info Power Automate/Flow creates a Teams Channel created, and I would like Flow to be able to create a new Planner Plan specific to this new project (and then add buckets & tasks to to this new plan depending on what is required - this part is already possible).
Creating Plans is possible with MS Graph, but not in Flow. Similarly, it would be great if Flow was able to DELETE as well as CREATE Plans.
Here is a scenario. Client would like to track metadata on a project using a list but also want a corresponding Planner plan to manage tasks. A Power Automate flow would be great to tie list and plan together.
Idealy for project templates or when you have a regular team that has to follow a pipeline to deliver. In some cases we launch around 100-120 projects that follow 80% the same steps, having to recreate each project and its tasks becomes repetitive and doesnt add much value.
This needs to be done, and fast!
Martin Winzig commented
yes wee need this feature
Benoit Fournier commented
There should be an easy way to duplicate a Plan. It should be possible to do it in an existing group.
Currently many clients use SharePoint task lists to do basic light project management - this is not preferable given that Microsoft will likely not be modernizing this list template anytime soon or maybe not at all. It would be great to enable Power Automate to create and/or copy Plans instead of making users have to manually create plans which is not practical in most cases. Please work to get this functionality across the finish line so we can help our clients move forward.
I would like to have this option.
Mike L. commented
I would like this a well. Even better, I'd like to use Flow to duplicate a plan template!
We are working on an onboarding process and it would be great for Flow to create a plan, and then populate it with buckets and tasks for each bucket.
Brian Smith commented
The Graph API supports creating Plans Paul - so this does not need to be changed to "Create plan programmatically". See https://docs.microsoft.com/en-us/graph/api/resources/planner-overview?view=graph-rest-1.0